NVIDIA: Wer war dabei ?

"Nvidias  new chip architecture will benefit from data-center and gaming product cycles, said Cowen analyst Matthew Ramsay in raising his target price on the stock.

Ramsay raised his price target on the Santa Clara, Calif., chip titan to $475 from $410 and affirmed his outperform rating.

He based his action on the product-cycle benefits for Nvidia’s new Ampere architecture, The Fly reports.
https://www.thestreet.com/investing/...rice-target-increased-at-cowen  

Woohooo,
Lets go :-)  

sessions vor uns... gibt es zu beiden terminen anfang august und november bei nvidia n upbeat, stehen wir ende november locker bei 500+ usd :)

Uff, warum dreht den das Teil Grad so ins negative?!
War's das schon oder geht's hier trotz Top News abwärts?  

Versteh ich ehrlich gesagt auch nicht... und dass nach einer Performance von nur +160% in 12 Monaten. Das KGV dürfte auch noch unter 100 sein, also da ist definitiv noch Luft nach oben!

Hajo  

https://www.heise.de/news/...sse-an-ARM-Uebernahme-haben-4850780.html
https://www.benzinga.com/m-a/20/07/16751223/...wned-chipmaker-report?
Massive Chip Deal In The Works? Nvidia, the leader in graphic processors, has made an approach in recent weeks to buy Arm, Bloomberg reported Tuesday, citing people with knowledge of the matter.

"We don't comment on rumors or speculation," a Nvidia spokesperson told Benzinga Tuesday when asked for comment on a potential bid for Arm.

ich denke das sit nicht der Grund für den Abstieg, sondern viel mehr stürzen gerade sogar alle FAANGS wegen befürchteter Konflikte mit China und erhöhten Arbeitslosenzahlen in USA meldete Marketwatch  

Uff das heißt der Corona Börsen Crash steht an?
 

Wird hier im Quick-Check besprochen - spannedes Thema! :-)

https://youtu.be/5gLqEUDttq8

 

"NVDA plans to collaborate with the University of Florida to build the world’s fastest AI supercomputer in academia. Furthermore, the Royal Bank of Canada chose NVIDIA DGX Systems for its private AI cloud. The company’s data center business performed well in the first quarter and secured a record $1 billion in the quarter. NVDA’s focus on AI and cloud computing separates the company from the pack and makes it an interesting avenue for investors.

The consensus EPS estimate of $1.97 for the current quarter indicates a year-over-year increase of 58.9%. Also, it is impressive to note that the company beat consensus EPS estimates in each of the trailing four quarters. NVDA has gained more than 70% since its March lows.
NVDA’s POWR Ratings reflect a promising outlook. It has an overall rating of “Strong Buy” with an “A” for Trade Grade, Peer Grade, Buy & Hold Grade and Industry Rank. Among the 86 stocks in the Semiconductor & Wireless Chip industry, it is ranked #2.

https://stocknews.com/news/...cks-outperforming-their-industry-peers/  

wäre doch was feines.

 

The COVID-19 crisis has not slowed down NVIDIA (NASDAQ:NVDA) as its stock is up 78% year to date, following back-to-back quarters of robust operating results. NVIDIA's gaming segment revenue increased 27% year over year in the most recent quarter, but it's the data center business that's in the spotlight after posting growth of 80%.

NVIDIA's momentum should continue in the near term. Its new Ampere graphics processing unit (GPU) for data centers is currently in production. NVIDIA also recently completed the acquisition of data center networking provider Mellanox, which is expected to be accretive to NVIDIA's margins and profits in the next quarter. But investors have to weigh these strengths against a valuation that already factors in a lot of upside.
NVIDIA's new Ampere GPUs are a significant jump in performance over the previous generation, and it's driving the strongest demand NVIDIA has ever experienced in the data center segment. The A100 GPU based on Ampere was just announced in May and is in full production. It is up to 20 times faster for artificial intelligence workloads. Major cloud providers are adopting the chip, which contributed to NVIDIA's strong fiscal first quarter.  During the latest conference call, CEO Jensen Huang said, "The demand is fantastic. It is the best ramp we've ever had." The demand was strong enough to send data center revenue above the $1 billion level for the first time. The segment made up 37% of NVIDIA's top line in the first quarter, up from 29% in the year-ago period.
.......
I own shares I intend to hold for many years. NVIDIA's long-term growth looks bright, given the secular demand trends from cloud computing. Plus, growth in the video game industry should support rising sales of gaming graphics cards over time. NVIDIA also has upside in the self-driving car space, where it just signed a potentially lucrative deal with Mercedes-Benz.

But if I were starting a new position, I would wait for a better entry point.

https://www.fool.com/investing/2020/08/01/is-nvidia-a-buy.aspx  

https://www.zacks.com/stock/news/1040233/...Cearnings_preview-1040233  

Da es ja hier relativ ruhig ist, danke! Ich lese gerne still deine hilfreichen Links und Infos mit.

Am 01.September gibt es auch ein neues Produkt announcement mit dem “größten Durchbruch im PC Gaming seit 1999”

Die nächsten Wochen werden sicherlich spannend  

https://www.benzinga.com/news/20/08/17076014/...apples-lead-and-split
Cramer's list of 10 stocks that should be split to attract a broader investor base includes:

E-commerce and retail giant Amazon.com, Inc.
Google and YouTube parent company Alphabet Inc
Casual fast-food chain Chipotle Mexican Grill, Inc.
Streaming video company Netflix Inc
Chipmaker Nvidia Corporation
Fast-growing cloud play Adobe Inc
Wholesaler Costco Wholesale Corporation
Home improvement retailer Home Depot Inc
Social media giant Facebook, Inc.
Tech giant and cloud company Microsoft Corporation

 

https://www.benzinga.com/news/earnings/20/08/...y-zhangs-nvidia-trade
Tony Zhang suggested on CNBC's "Options Action" a bullish options strategy in NVIDIA Corporation
NVDA 1.06%
ahead of the earnings report, which is scheduled for August 19.
Zhang said that he is going to pay special attention to guidance in this earnings report. He explained that the company is driven primarily by two segments: gaming and cloud computing.

He expects to see strong guidance for the gaming segment because of the release of new XBOX and PS5, which usually triggers PC gamers to upgrade their tech.  

https://www.aktien-tipps.net/top-5-aktien-august-2020/  

sind durch.
:)
 

kommen am 19.08 oder ?  

 

mein Call schon 7% im Plus könnte super laufen aber die Erwartungen der Analysten sind extrem hoch.  

eure meinung?  

aber morgen auch schauen laufen die Calls super werde ich Gewinne mitnehmen
und ca. 50% der Optionsscheine verkaufen.
Bei Amazon lief es auch sehr bescheiden nach den Zahlen.
Kurs kann auch wie im Frühjahr hoch ziehen da ging es gut zweistellig hoch waren so über 15%
Ich entscheide morgen ob ich drin bleibe oder ganz rausgehe.  

(damit man den optionsschein-"trader") nicht lesen muss ^^

What Wall Street's Saying


Nvidia  (NVDA) - Get Report surpassed its record high Monday in premarket trading as several analysts raised their price targets of the chipmaker ahead of its scheduled earnings release on Wednesday.....

https://www.thestreet.com/investing/...l-time-high-wall-street-saying  

Keep an eye on the performance of Nvidia's Gaming and Data Center segments, as well as any commentary about cloud spending trends.

https://www.thestreet.com/investing/...-wednesday-key-things-to-watch